$英伟达(NVDA)_老虎社区_美港股上老虎

2024-07-31

$英伟达(NVDA)$ 英伟达微软公布季度资本开支后涨起来的，微软这个季度环比都有20%资本开支增长，而且主要用在AI基础设施，明天Meta资本开支估计增长更离谱，美股最终还是看业绩，AMD的AIGPU只占英伟达1/20左右份额，还谈不到替代source，等超过10%到20%就是质变了

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火火兔爸
2024-07-31
火火兔爸
但是英伟达早已经反映在估值里

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